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Connect Uptick to monday.com

Send Uptick invoices, tasks, projects and 15 more data types to monday.com on a schedule. Filter by date. Refresh as often as every 15 minutes.

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Uptick board
Invoices
Uptick records arrive as items on the monday.com board you choose.
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How to connect Uptick and monday.com

5 steps. You can preview the Uptick data in Coupler.io before anything reaches monday.com.

Step 1 of 5

Connect Uptick

Enter your Uptick client ID and client secret. You only do this once per account.

Client ID••••••••••••
Client secret••••••••••••

Step 2 of 5

Choose what to export

Pick the Uptick data you want in monday.com.

Show 10 more data types Show fewer data types
Base URLNot setSpecify the base URL for your Uptick instance, such as https://demo-fire.onuptick.com/.
Start dateAny dateSpecify the earliest date to begin fetching data from your Uptick account.

Step 3 of 5

Fine-tune the export

Optional settings for this Uptick export.

End dateAny dateSpecify the latest date to fetch data up to. Leave empty to fetch all data from the start date onwards.

Step 4 of 5

Connect monday.com

Install the Coupler.io app in monday.com, connect your account, then pick the workspace and board for the Uptick data.

WorkspaceMarketingThe monday.com workspace that holds the board
BoardUptick InvoicesExisting board or a new name to create

Step 5 of 5

Choose a write mode and schedule

Every run either replaces or appends the data in monday.com. Run it as often as every 15 minutes.

Write mode

Each run wipes previously imported data from the board and loads fresh Uptick data.

Get the most of Uptick to monday.com integration

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Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
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Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
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Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
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Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Uptick to monday.com questions

18 data types, including Invoices, Tasks, Projects, Task categories and Clients.

With your Uptick client ID and client secret, entered once when you add the connection.

Yes. Set the start date and end date to cover the period you need.

On the board you choose. Pick an existing board or enter a name to create one, and Coupler.io writes each Uptick record as an item on it.

Not with Replace, which swaps out the previously imported items. Append adds new items on each run, so pair it with a date filter.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example ClickUp or Airtable, and join or append them before the data reaches monday.com.

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